Kestra Private Wealth Services’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,240
| Closed | -$210K | – | 1339 |
|
|
2023
Q4 | $210K | Sell |
13,240
-25,486
| -66% | -$404K | 0.01% | 1091 |
|
|
2023
Q3 | $588K | Buy |
38,726
+228
| +0.6% | +$3.46K | 0.02% | 617 |
|
|
2023
Q2 | $602K | Buy |
+38,498
| New | +$602K | 0.02% | 575 |
|
|
2022
Q2 | – | Sell |
-17,750
| Closed | -$347K | – | 972 |
|
|
2022
Q1 | $347K | Buy |
+17,750
| New | +$347K | 0.02% | 694 |
|